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SERVICES

Financial Planning

Our Consolidated Planning Process is the means by which our clients organize their financial worlds, protect themselves and their families, and ultimately set themselves on a course towards achieving true prosperity as they define it.

Investments

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Our strategies can include life, disability and long-term care insurance.

OUR TEAM

Kurt Mueller

Wealth Management Advisor
Phone: (803) 671-8792
Email: [email protected]

Ryan Forrester

Financial Representative
Phone: (706) 833-3128
Email: [email protected]

Justin Chandler

Financial Representative
Phone: (762) 224-2253
Email: [email protected]

Courtney Yonce

Office Manager - Evans
Phone: (762)-224-2253
Email: [email protected]com

Tiffany Garland

Office Manager - Aiken
Phone: (803)-335-5240
Email: [email protected]

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